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Bobby Burns Email & Phone Number
Assistant Vice President - Technology Solutions Consultant
at
Baird
1 work email found
@rwbaird.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Assistant Vice President - Technology Solutions Consultant
Location
Des Moines, Iowa, United States
Who is Bobby Burns? Overview
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Quick answer
Bobby Burns is listed as Assistant Vice President - Technology Solutions Consultant at Baird, based in Des Moines, Iowa, United States. AeroLeads shows a work email signal at rwbaird.com and a matched LinkedIn profile for Bobby Burns.
Bobby Burns previously worked as Technology Solutions Consultant at Baird and Senior Client Specialist at Baird. Bobby Burns holds Bachelor Of Business Administration (Bba), Marketing from University Of Iowa.
Company email context
Email format at Baird
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{first_initial}{last}@rwbaird.com
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Profile bio
About Bobby Burns
I'm on a mission to help Financial Advisors modernize their businesses and achieve better work/life balance.
Listed skills include Sem, Marketing, Seo, Advertising, and 29 others.
Current workplace
Bobby Burns's current company
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11 roles
Bobby Burns work experience
A career timeline built from the work history available for this profile.
Technology Solutions Consultant
CurrentHelp Financial Advisors manage and grow their business while achieving better work/life balance.Provide best-fit consultations to Advisors and teams to uncover efficiencies, define new processes, and create sustainable business models.Provide in-depth platform coaching to end users, both reactively and proactively to ensure Advisors and their staff are strategically leveraging Wealth Management technology to serve their clients.Directly advance platforms by partnering with technology product, vendors, implementation, and on-going support teams.Represent Baird technology in Financial Advisor recruiting presentations.Act as a subject matter expert in speaking engagements at knowledge-share events and regional branch offices.
Apr 2022 - Present
Senior Client Specialist
Assist in trading of discretionary and non-discretionary portfolios for a book of business exceeding $500M.Recognize and take action on opportunities to provide a more complete wealth management experience to every client.Responsible for all client onboarding coordination, which includes managing the Financial Advisors prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, and establishing an ongoing communication/client service plan.Maintain Client Relationship Management system for Advisors and leverage platform to strategically manage the client relationship and implement a well-defined client service model.Leverage the full suite of Baird technologies to efficiently manage business and meet compliance/regulatory obligations.
Aug 2021 - Apr 2022
Director Of Investments And Planning
Provide financial planning and investment strategy consultation for a team of two senior wealth management advisors with assets under management exceeding $100M.Participate in client meetings to deliver investment recommendations and discuss investment/trading strategies.Manage investment operations including portfolio construction, securities trading, compliance, cash management, asset movement and transfers.Direct communication and work flow to insurance and administrative operations staff.
Nov 2019 - Aug 2021
Financial Guide
Successfully transitioned existing clients to a new platform in order to offer truly independent financial planning advice as a registered investment advisor.Manage firm marketing & advertising including brand creation, logo design, website design, copy writing, email newsletters, event marketing, blogging and presentation materials.Trade and professionally manage an investment portfolio exceeding $44M.
Jul 2019 - Nov 2019
Director Of Investments
Responsible for client portfolio management including implementation, re-balancing, loss harvesting, cash management and trade execution.Participate in client meetings to deliver investment and financial planning consultation.Research and purchase a variety of investment vehicles including mutual funds, exchange-traded funds and fixed income securities.
Mar 2015 - Jul 2019
Financial Services Representative
Recommend financial services and products to meet client needs including risk management policies, banking services and mutual funds.
Apr 2014 - Mar 2015
Personal Account Representative
Train agency staff on State Farm systems and insurance concepts. Provide a holistic approach to risk management and financial services.
Feb 2014 - Apr 2014
Marketing Coordinator
Grow client base through in-house marketing campaigns, new business development, and cross-selling techniques.Licensed in property, casualty, life, health and commercial insurance products.
Jan 2013 - Dec 2013
On-Premise Client Services Consultant
Consult Small-to-Medium Sized Enterprises on various advertising mediums including Direct Mail, Search Engine Optimization, Search Engine Marketing, Website Development, E-commerce Platforms, Reputation Management, and Hyper Local Community Magazines
Jan 2011 - Jan 2013
Director Of Marketing
Develop markerting strategies and coordinate global distributor partnerships for a portfolio of non-embryonic stems cells, oncology cells and bioassay development products.
Aug 2008 - Jul 2009
2 education records
Bobby Burns education
Bachelor Of Business Administration (Bba), Marketing
Associate Of Arts (Aa), Business/Commerce, General
FAQ
Frequently asked questions about Bobby Burns
Quick answers generated from the profile data available on this page.
What company does Bobby Burns work for?
Bobby Burns works for Baird.
What is Bobby Burns's role at Baird?
Bobby Burns is listed as Assistant Vice President - Technology Solutions Consultant at Baird.
What is Bobby Burns's email address?
AeroLeads has found 1 work email signal at @rwbaird.com for Bobby Burns at Baird.
Where is Bobby Burns based?
Bobby Burns is based in Des Moines, Iowa, United States while working with Baird.
What companies has Bobby Burns worked for?
Bobby Burns has worked for Baird, Northwestern Mutual, Traverse Planning, State Farm, and Hibu.
How can I contact Bobby Burns?
You can use AeroLeads to view verified contact signals for Bobby Burns at Baird, including work email, phone, and LinkedIn data when available.
What schools did Bobby Burns attend?
Bobby Burns holds Bachelor Of Business Administration (Bba), Marketing from University Of Iowa.
What skills is Bobby Burns known for?
Bobby Burns is listed with skills including Sem, Marketing, Seo, Advertising, E Commerce, New Business Development, Marketing Research, and Direct Marketing.
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